Private Wealth Advisors, LLC
CIK
1787027
Location
Fresno, CA
Portfolio Value
Micro
$3,292,639
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,212
/ 8,586
▲ 457
Top Industry
Footwear & Accessories
25.5%
3Y Alpha vs SPY
+1.0%
Period ended 3 months ago
Filed May 13, 2026 · 34d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+82.5%
SPY
+78.1%
Annualised alpha
+1.0%
Max drawdown
−13.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
44.6%
−5.7 pts
Top 5
71.0%
+1.6 pts
Top 10
86.2%
+1.7 pts
HHI
2,244
Moderately concentrated−460
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 54.9% | $69,003,979 |
| Consumer Cyclical | 12.0% | $15,034,940 |
| Consumer Defensive | 10.0% | $12,559,068 |
| Technology | 6.6% | $8,327,805 |
| Healthcare | 4.9% | $6,218,795 |
| Communication Services | 3.6% | $4,585,464 |
| Energy | 3.0% | $3,768,422 |
| Basic Materials | 2.6% | $3,292,639 |
| Financial Services | 2.0% | $2,566,705 |
| Utilities | 0.2% | $301,428 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DCTH | Delcath Systems, Inc. | +301,043 | 591,524 | $5,489,342 | |
| FXY | Invesco CurrencyShares Japanese Yen Trust | +47,035 | 114,209 | $6,610,416 | |
| RRC | Range Resources Corp | +12,438 | 57,073 | $2,578,558 | |
| ADI | Analog Devices Inc | +6,508 | 7,443 | $2,367,916 | |
| SQM | Chemical & Mining Co Of Chile Inc | +3,325 | 40,680 | $3,292,639 | |
| DECK | Deckers Outdoor Corp | +2,579 | 45,082 | $4,512,257 | |
| ADM | Archer-Daniels-Midland Co | +900 | 152,718 | $11,101,071 | |
| AMAT | Applied Materials Inc /De | +695 | 7,914 | $2,704,926 | |
| XOM | Exxon Mobil Corp | +113 | 3,482 | $590,756 | |
| EIX | Edison International | +58 | 4,119 | $301,428 | |
| OKE | Oneok Inc /New/ | +44 | 3,586 | $324,138 | |
| BAC | Bank Of America Corp /De/ | +20 | 15,758 | $768,202 | |
| MSFT | Microsoft Corp | +12 | 738 | $273,185 | |
| LLY | ELI LILLY & Co | +1 | 543 | $499,435 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TGT | Target Corp | −17,442 | 3,690 | $447,228 | |
| GLD | Spdr Gold Trust | −10,202 | 130,345 | $56,086,150 | |
| PPLT | abrdn Platinum ETF Trust | −6,196 | 3,771 | $672,105 | |
| RIVN | Rivian Automotive, Inc. / DE | −4,171 | 25,258 | $380,132 | |
| DBA | Invesco Db Agriculture Fund | −2,483 | 136,397 | $3,726,366 | |
| T | At&T Inc. | −453 | 158,174 | $4,585,464 | |
| GDV | Gabelli Dividend & Income Trust | −243 | 9,427 | $253,869 | |
| WMT | Walmart Inc. | −73 | 8,133 | $1,010,769 | |
| CVX | Chevron Corp | −51 | 1,329 | $274,970 | |
| MCD | Mcdonalds Corp | −41 | 663 | $206,053 | |
| AAPL | Apple Inc. | −13 | 11,749 | $2,981,778 | |
| JPM | Jpmorgan Chase & Co | −11 | 5,251 | $1,544,634 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NKE | NIKE, Inc. | 188,120 | $9,936,498 | |
| FXB | Invesco CurrencyShares British Pound Sterling Trust | 6,600 | $840,510 | |
| FXE | Invesco CurrencyShares Euro Trust | 5,000 | $533,450 | |
| QQQ | Invesco Qqq Trust, Series 1 | 508 | $293,207 | |
| USO | United States Oil Fund, LP | 1,900 | $241,775 | |
| JNJ | Johnson & Johnson | 941 | $230,018 | |
| No positions match the current search. | ||||
1 positions ·
$3,292,639 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SQM |
Chemical & Mining Co Of Chile Inc
Basic Materials
|
Added | 40,680 | $3,292,639 | 100.00% |